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Engrave Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Engrave Wealth Partners’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-162
Closed -$58K – 387
2020
Q2 		$58K Buy
162
+28
+21% +$9.38K 0.05% 105
2020
Q1 		$38K Sell
134
-61
-31% -$19.2K 0.04% 112
2019
Q4 		$63K Buy
+195
New +$59.1K 0.06% 114

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engrave Wealth Partners's TMO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Thermo Fisher Scientific (TMO) in Q3 2020, closing a stake of 162 shares — an estimated $58K sold.

Engrave Wealth Partners first reported a position in TMO in Q4 2019 and held it in 3 quarters. The position peaked at $63K in Q4 2019. 1,847 funds tracked by Wall St. Rank hold TMO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Thermo Fisher Scientific position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 162 Thermo Fisher Scientific shares in Q3 2020, an estimated $58K.
  • Engrave Wealth Partners first reported a position in Thermo Fisher Scientific in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Thermo Fisher Scientific position peaked at $63K in Q4 2019.
  • 1,847 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.